Alteri Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Alteri Wealth’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.52M	Buy	6,666 +261	+4%	+$65.4K	0.43%	50
2026 Q2	$1.47M	Buy	6,405 +1	+0%	+$212	0.41%	51
2026 Q1	$1.39M	Buy	6,404 +435	+7%	+$100K	0.45%	44
2025 Q4	$1.54M	Buy	5,969 +49	+0.8%	+$13K	0.5%	34
2025 Q3	$1.83M	Buy	5,920 +4	+0.1%	+$1.21K	0.63%	25
2025 Q2	$1.89M	Sell	5,916 -105	-2%	-$34.6K	0.73%	20
2025 Q1	$2.08M	Buy	6,021 +63	+1%	+$19.9K	0.91%	19
2024 Q4	$1.69M	Buy	+5,958	New	+$1.73M	0.47%	26

Other funds holding AJG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alteri Wealth's AJG Position: Q3 2026 in Review

Alteri Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 4.1% in Q3 2026, buying an estimated $65.4K and bringing the position to 6,666 shares worth $1.52M. The position accounts for 0.43% of the portfolio, ranked #50.

Alteri Wealth first reported a position in AJG in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.08M in Q1 2025. 967 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Alteri Wealth held 6,666 shares of Arthur J. Gallagher & Co worth $1.52M as of Q3 2026.
Alteri Wealth bought 261 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $65.4K.
Arthur J. Gallagher & Co made up 0.43% of Alteri Wealth's portfolio in Q3 2026, its #50 holding.
Alteri Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 8 quarters since.
Alteri Wealth's Arthur J. Gallagher & Co position peaked at $2.08M in Q1 2025.
967 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Alteri Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.